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Posts Tagged ‘Excel’

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Power BI & Excel Connectivity: Scenarios Which Can Break Dashboard

Background Excel is the most used spreadsheet software in today’s era, used by every level of organization. Quite a huge amount of unorganized data is maintained in Excel workbooks, owing to ease of quick creation, storage & sharing of Excel files over database. Resultant many of the Power BI reports / dashboards are based on […]

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Accessing Power BI confidential data in Excel for internal organization users

Background Microsoft Excel is a popular and preferred spreadsheet solution for quick daily use reporting by the majority corporations and businesses in the world. Many times, corporate users need access to organization’s data in Excel for further development of MIS Reports. Power Query is a powerful tool embedded in Excel which can connect to internal […]

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Sitecore Content Hub Tips and Tricks: Enabling Excel Uploads

You signed into Sitecore Content Hub and you have your Excel sheet ready with assets to upload. You go to the Create page and … wait! Where is the option to upload from Excel? Don’t worry! If you have the right privileges or can grab the nearest Super User, you can enable the option! Out […]

Difference Between Team Site and Communication Site in SharePoint

A tour of PowerQuery’s M language

In a previous post, I introduced PowerQuery and demonstrated how to perform various SQL-like operations. This article gives a tour of PowerQuery’s M language that underlies each query. let and in If you select a query and click on the “Advanced Editor” button in the Home tab, you’ll see something like this: This is the […]

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Data exploration with PowerQuery

Microsoft’s PowerQuery is a neat tool that allows one to perform SQL-like operations on Excel tables. When investigating a database, I actually prefer using PowerQuery over raw SQL for a couple reasons: PowerQuery displays result sets that are much easier to look at than the a typical SQL plaintext result set. It’s easy to immediately […]

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Clarifying Excel’s lookup functions

I’ve decided to write some of my own documentation for common use cases of the Excel functions LOOKUP, VLOOKUP, HLOOKUP and XLOOKUP because the official documentation is pretty confusing. It uses “lookup value” as a synonym for “key”, when one would conventionally expect a “lookup value” to be a synonym for “value”! (After all, in […]

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OneStream – Importing Non-Default Descriptions

Does your organization need to produce reporting with descriptions other than the Default Description specified on a member?  If yes, this blog post is for you as I will demonstrate how to leverage Excel and a metadata import to update member descriptions that are not the Default Description.  The reason for a custom solution is […]

Smart View Health Check Simplifying Registry Settings

Have you ever been working in Excel using the Smart View addin and when you go to refresh Excel crashes or your retrieval stops?  Well, one contributor could be your internet registry settings.  I can hear you saying: “What?  Internet settings cannot be the issue… I’m working in Excel!”  However, I have found in many […]

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Lightning Flow, Data Security, Summer ’18 Enhancements & More

Top Salesforce Updates You Need to Know Einstein, Lightning & More: What’s New in Salesforce Sales Cloud in Summer ’18 Top 5 Jaw-Dropping Salesforce Communities Summer ’18 Enhancements Why is Data Security Important to Me? Running an Integrated ABM Campaign in 5 Steps Connecting to Salesforce in Outlook Perficient’s Award-Winning Partnership with Salesforce What Organizations […]

What Organizations Can Learn From Spreadsheet Debacles

In January 2010, Harvard economists Carmen Reinhart and Kenneth Rogoff published a controversial and influential paper entitled “Growth in a Time of Debt.” The paper studied economic growth at varying levels of debt across both advanced and emerging markets and concluded that countries experienced significantly lower growth when debt levels exceed 90 percent of gross […]

Moving from Excel Spreadsheets to Dynamics 365

Maintaining key organization data in Excel spreadsheets is a surprisingly common business scenario that we encounter with regularity. One might think that in this day and age most business data would be managed in database driven applications. But often, due to a variety of reasons such as segmented business units, mergers and acquisitions, or rapid business […]

How To Import Data Into Siebel Through The UI With Drag And Drop

Our clients are always looking for better or different ways to import data from other systems or from spreadsheets into their Siebel applications. In this blog post, I examine one such method; drag and drop. Starting in Siebel 8.1.1.11 (with patch set 4 applied), you have the ability to drag and drop from applications like […]

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